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Ug Investment Advisers Ltd.

● SEC registered since 2013CRD 167183SEC# 801-78224Taipei
Export (members)
Reg. AUM
$3.23B
Employees
40
Accounts
2
Location
Taipei

Ug Investment Advisers Ltd. assets under management

Ug Investment Advisers Ltd. is a registered investment adviser overseen by the SEC based in Taipei. The firm has been registered since 2013. It reports $3.2 billion in regulatory assets under management and employs 40 people.
www.ugfunds.comView on SEC.gov ↗

Ug Investment Advisers Ltd. owners & executives

8 reported
NameTitleOwnershipSince
Bing Han ControlDirectorUnder 5%2025
Chia Chen ControlChief Operating OfficerUnder 5%2017
Jui Fang Tsai ControlChief Investment OfficerUnder 5%2000
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Frequently asked questions

How much does Ug Investment Advisers Ltd. manage?

Ug Investment Advisers Ltd. reports $3.2 billion in regulatory assets under management on its Form ADV.

How many employees does Ug Investment Advisers Ltd. have?

Ug Investment Advisers Ltd. reports 40 employees.

Where is Ug Investment Advisers Ltd. located?

Ug Investment Advisers Ltd. is based in Taipei and has been SEC-registered since 2013.

Does Ug Investment Advisers Ltd. disclose fund performance?

Ug Investment Advisers Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11f, No. 95, Section 2, Dunhua S. Road, Taipei 106
Phone886-9-2042-9057
Fax886-2-6602-1276
Office hours8:00 a.m. - 6:00 p.m.
SEC regionHQ
CIK1697814
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$3.23B
Total (RAUM)$3.23B